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Federal Realty Investment Trust
FRT

Overview Fund Activity

448 hedge funds and large institutions have $8.12B invested in Federal Realty Investment Trust in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 152 increasing their positions, 155 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+36
Holders Change %
+8.74%
% of All Funds
6.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
77
Increased
152
Reduced
155
Closed
34
Calls
$14.7M
Puts
$6.79M
Net Calls
+$7.86M
Net Calls Change
+$1.5M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$119M
2
Morgan Stanley
Morgan Stanley
New York
$196M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$140M
4
Marshall Wace
Marshall Wace
United Kingdom
$29.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$39.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$248M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$425M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$41.7M
4
Northern Trust
Northern Trust
Illinois
$77.6M
5
Barclays
Barclays
United Kingdom
$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
426
Zions Bancorporation
Utah
$3.4K – – –
CSB
427
City State Bank
Iowa
$3K – – –
National Bank of Canada
428
National Bank of Canada
Quebec, Canada
$2.61K -$27.4K -263 -91%
ASN
429
Advisory Services Network
Georgia
$2.58K +$2.58K +25 New
SIS
430
Sound Income Strategies
Florida
$2.06K – – –
C
431
Covestor
United Kingdom
$2K +$267 +2 +15%
VCM
432
Versant Capital Management
Arizona
$1.96K – – –
IHWM
433
Iron Horse Wealth Management
Iowa
$1.96K – – –
CWC
434
Carolinas Wealth Consulting
North Carolina
$1.67K – – –
MA
435
MCF Advisors
Kentucky
$1.65K – – –
CJ
436
Caitlin John
Michigan
$1.59K +$1.59K +15 New
KA
437
Kozak & Associates
Colorado
$1.55K – – –
WTC
438
WhitTier Trust Company
Nevada
$1.24K +$1.24K +12 New
AW
439
Avion Wealth
Texas
$1K -$833 -5 -45%
TFM
440
TFC Financial Management
Massachusetts
$825 – – –
UB
441
UMB Bank
Missouri
$824 +$824 +8 New
CA
442
Clearstead Advisors
Ohio
$722 +$722 +7 New
DF
443
Dunhill Financial
United Kingdom
$523 +$523 +5 New
JWA
444
JFS Wealth Advisors
Pennsylvania
$516 +$516 +5 New
TCM
445
Tradewinds Capital Management
Washington
$310 – – –
EC
446
EntryPoint Capital
New York
$206 +$206 +2 New
CTA
447
Colonial Trust Advisors
South Carolina
$206 +$206 +2 New
MCM
448
Manchester Capital Management
Vermont
$104 -$6.66K -64 -98%
UIC
449
Uniplan Investment Counsel
Wisconsin
– -$16M -175,450 Closed
GA
450
GRS Advisors
Illinois
– -$15.5M -171,251 Closed
16 17
18
19 20